Shehara Wooten
Your Story Financial, LLC · Phoenix, Arizona
Shehara Wooten is a fee-only financial advisor at Your Story Financial, LLC in Phoenix, Arizona, who holds the CFP credential. Shehara charges a one-time planning fee and focuses on retirement planning and estate & legacy planning.
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Specialties
Who they serve
- Early-career professionals
- Tech employees
Facts
| Firm | Your Story Financial, LLC |
|---|---|
| Based in | Phoenix, Arizona |
| Fee model | One-time planning fee |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $391.0M across 1,321 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ, FL, OH, TX · CRD 4501111 |
| Exams passed | Series 66 (2002) · Series 65 (2016) |
| Firm size | 19 employees |
| Disclosures | None reported |
| Website | yourstoryfinancial.com |
| Profile |
How Shehara's firm compares
- Your Story Financial, LLC's average account is about $296,000, from its Form ADV (assets managed divided by 1,321 accounts).
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Questions about Shehara
Is Shehara Wooten a fee-only financial advisor?
Yes. Shehara Wooten is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Shehara's firm.
How does Shehara charge for financial advice?
Shehara charges a one-time planning fee.
Does Shehara work with clients virtually?
Yes. Your Story Financial, LLC says on its website that it works with clients remotely.
Where is Shehara Wooten based?
Shehara Wooten is based in Phoenix, Arizona.
What does Shehara specialize in?
Shehara's specialties include retirement planning and estate & legacy planning. Shehara works with early-career professionals and tech employees.
What credentials does Shehara Wooten hold?
Shehara Wooten holds the CFP credential.
Is Shehara Wooten registered with the SEC?
Yes. Shehara Wooten is registered as an investment adviser representative in AZ, FL, OH and TX (CRD 4501111), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Your Story Financial, LLC manage?
Your Story Financial, LLC reports $391.0M across 1,321 accounts in assets under management.
How do I contact Shehara Wooten?
Through Shehara's website, yourstoryfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Your Story Financial, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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